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What to Know About Life Insurance to Protect Your Family

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Financial Planning

How to Split Money With Your Partner

Financial Planning

Tax Planning

2026 Tax Changes: What Matters for Financial Planning

Tax Planning

Financial Planning

A Grounded Financial Reset for the New Year

Financial Planning

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All Divorce Financial Planning Equity Compensation Estate Planning Financial Planning Insurance Planning Investment Management Money Psychology Retirement Planning Tax Planning

Kimberly A. Houston, CFP®, CRPC® 2/4/26 Kimberly A. Houston, CFP®, CRPC® 2/4/26

How to Split Money With Your Partner

Kimberly A. Houston, CFP®, CRPC® 1/15/26 Kimberly A. Houston, CFP®, CRPC® 1/15/26

2026 Tax Changes: What Matters for Financial Planning

A clear overview of the 2026 tax changes and inflation adjustments, with planning context for individuals, business owners, and families.

Kimberly A. Houston, CFP®, CRPC® 1/7/26 Kimberly A. Houston, CFP®, CRPC® 1/7/26

A Grounded Financial Reset for the New Year

A new year doesn’t require financial resolutions or pressure. This post offers a grounded, psychology-informed approach to revisiting your finances with clarity, stability, and intention.